Justin Walters has been Principal/Chief Compliance Officer of Bespoke Investment Group since May 2007, is a control person of the firm and directly owns between 50% and 75% of it. Justin Walters holds a Bachelor of Arts in Economics from Yale University.
Bespoke Investment Group, LLC is a Harrison, NY firm with $101M under management, 59 clients and 5 advisers in one office, as of its March 2026 filing.
Justin Walters is co-head of research and investments at Bespoke Investment Group, which he co-founded with Paul Hickey in May 2007. He designed and maintains a number of the reports in the Bespoke Premium service, co-writes the weekly Bespoke Report newsletter with Paul Hickey, and is a head portfolio manager for Bespoke's Wealth Management services. Before co-founding Bespoke, he was a research analyst and trader at Birinyi Associates.
- – present · 5 yearsHarrison, NY · Adviser representative · Firm CRD 144080
Investment adviser representative registrations
Justin Walters is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from July 2021; the most recent is Texas, in September 2021.
- New YorkSince 12 July 2021
- TexasResidentSince 11 September 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 17 July 2007 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Justin Todd Walters
- CRD
- 5336645
- Firm
- Bespoke Investment Group · CRD 144080
- Role
- Principal/Chief Compliance Officer
- Office
- 105 CALVERT ST., SUITE 100, Harrison, NY 10528
- Registration
- Investment adviser registration
- In the industry since
- July 2021
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- bespokepremium.com
Where does Justin Walters work?
Justin Walters has been Principal/Chief Compliance Officer of Bespoke Investment Group, LLC since May 2007, and is a control person of the firm.
Is Justin Walters a financial advisor?
Yes. Justin Walters has a current investment-adviser registration in New York and Texas, through Bespoke Investment Group since July 2021.
How many years of experience does Justin Walters have?
Justin Walters has 5 years in the financial industry, since July 2021, across 1 adviser firm.
What exams has Justin Walters passed?
Justin Walters passed the Series 65 in July 2007.
Where is Justin Walters based?
Justin Walters’ registered office is in Harrison, NY.
Is Justin Walters registered with FINRA?
No. Justin Walters has no current broker registration.
How can I verify Justin Walters’ record?
Search CRD 5336645 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Justin Walters’ full registration record.